Gmail を使用して Square の週次売上レポートを自動送信
上級
これはCRM分野の自動化ワークフローで、16個のノードを含みます。主にIf, Code, Gmail, SplitOut, HttpRequestなどのノードを使用。 Gmail を通じて Square の週次販売レポートを自動送信する
前提条件
- •Googleアカウント + Gmail API認証情報
- •ターゲットAPIの認証情報が必要な場合あり
カテゴリー
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
"meta": {
"instanceId": "d6e2f2f655b1125bbcac14a4cac6d2e46c7a150e927f85fc96fdca1a6dc39e0e",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "3b92fca3-0835-46e4-b642-61edb8788644",
"name": "Square 店舗情報の取得",
"type": "n8n-nodes-base.httpRequest",
"position": [
1312,
544
],
"parameters": {
"url": "https://connect.squareup.com/v2/locations",
"options": {},
"sendHeaders": true,
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
}
]
}
},
"credentials": {
"httpHeaderAuth": {
"id": "n1GRrdbh899dbLYB",
"name": "Square Header Auth"
}
},
"typeVersion": 4.2
},
{
"id": "ab8b4b48-6723-439f-9800-17db32b701cd",
"name": "店舗リストへの変換",
"type": "n8n-nodes-base.splitOut",
"position": [
1536,
544
],
"parameters": {
"include": "selectedOtherFields",
"options": {},
"fieldToSplitOut": "locations",
"fieldsToInclude": "id"
},
"typeVersion": 1
},
{
"id": "67c3641a-1081-4918-b165-ca97db909844",
"name": "売上なし店舗の除外",
"type": "n8n-nodes-base.if",
"position": [
2032,
544
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "498f5fab-6930-4e89-9fbe-0d67671da8d2",
"operator": {
"type": "array",
"operation": "notEmpty",
"singleValue": true
},
"leftValue": "={{ $json.orders }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "fa6cf239-5408-400b-8eb4-ca803c9769be",
"name": "Square からの売上データ取得",
"type": "n8n-nodes-base.httpRequest",
"position": [
1792,
544
],
"parameters": {
"url": "https://connect.squareup.com/v2/orders/search",
"method": "POST",
"options": {},
"jsonBody": "={\n \"location_ids\": [\"{{ $json.locations.id }}\"],\n \"query\": {\n \"filter\": {\n \"state_filter\": {\n \"states\": [\"COMPLETED\"]\n },\n \"date_time_filter\": {\n \"created_at\": {\n \"start_at\": \"{{ $('Get Dates From Last Week').item.json.date }}T00:00:00-05:00\",\n \"end_at\": \"{{ $('Get Dates From Last Week').item.json.date }}T23:59:59-05:00\"\n }\n }\n }\n },\n \"limit\": 1000,\n \"return_entries\": false\n}",
"sendBody": true,
"sendHeaders": true,
"specifyBody": "json",
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
}
]
}
},
"credentials": {
"httpHeaderAuth": {
"id": "n1GRrdbh899dbLYB",
"name": "Square Header Auth"
}
},
"typeVersion": 4.2
},
{
"id": "06f70946-ac18-4e3c-8f19-8fba4b6065f0",
"name": "売上レポートの編集",
"type": "n8n-nodes-base.code",
"position": [
2320,
544
],
"parameters": {
"mode": "runOnceForEachItem",
"jsCode": "// Date and Location Metadata\nconst date = $('Get Dates From Last Week').item.json.date;\nconst location_id = $json.orders[0].location_id || null;\nconst location_name = $('Get Square Locations').item.json.locations.find(locations => locations.id === location_id)?.name;\n\n// Our Result Variables\nlet total_money = 0;\nlet total_tax = 0;\nlet total_discount = 0;\nlet total_tip = 0;\nlet total_returns = 0;\nlet cash_rounding = 0;\n\nlet cash_tender = 0;\nlet card_tender = 0;\nlet gift_card_tender = 0;\nlet other_tender = 0;\nlet fees = 0;\n\n// Loop Through Each Order\nfor (const sale of $json.orders) {\n\n // Add the sales, taxes, discounts and tips\n total_money += sale.total_money?.amount || 0;\n total_tax += sale.total_tax_money?.amount || 0;\n total_discount += -(sale.total_discount_money?.amount || 0);\n total_tip += sale.total_tip_money?.amount || 0;\n if (sale.rounding_adjustment) {\n cash_rounding += sale.rounding_adjustment.amount_money?.amount || 0;\n }\n\n \n if (sale.return_amounts) {\n // If there are returns, subtract from sales totals and add to return amount total\n total_money -= sale.return_amounts?.total_money?.amount || 0;\n total_tax -= sale.return_amounts?.tax_money?.amount || 0;\n total_discount -= sale.return_amounts?.discount_money?.amount || 0;\n total_tip -= sale.return_amounts?.tip_money?.amount || 0;\n \n total_returns += -(sale.return_amounts?.total_money?.amount || 0);\n total_returns -= -(sale.return_amounts?.tax_money?.amount || 0);\n total_returns -= -(sale.return_amounts?.tip_money?.amount || 0);\n total_returns -= -(sale.return_amounts?.discount_money?.amount || 0);\n \n // If an array of refunds is provided\n for (const refund of sale.refunds || []) {\n const transaction_id = refund.transaction_id;\n \n // Look for the original sale this refund refers to\n const original_sale = $json.orders.find(original =>\n original.id && transaction_id && original.id.includes(transaction_id)\n );\n \n if (original_sale) {\n if (original_sale.rounding_adjustment) {\n const amount = original_sale.rounding_adjustment.amount_money?.amount || 0;\n cash_rounding -= amount;\n total_returns += amount;\n }\n \n if (original_sale.tenders) {\n for (const tender of original_sale.tenders) {\n if (tender.id === refund.tender_id) {\n const amount = refund.amount_money?.amount || 0;\n if (tender.type === 'CARD') card_tender -= amount;\n else if (tender.type === 'CASH') cash_tender -= amount;\n else if (tender.type === 'SQUARE_GIFT_CARD') gift_card_tender -= amount;\n else other_tender -= amount;\n \n if (refund.processing_fee_money && tender.id === refund.tender_id) {\n fees -= refund.processing_fee_money.amount || 0;\n }\n }\n }\n }\n }\n }\n }\n \n if (sale.tenders) {\n for (const tender of sale.tenders) {\n const amount = tender.amount_money?.amount || 0;\n if (tender.type === 'CARD') card_tender += amount;\n else if (tender.type === 'CASH') cash_tender += amount;\n else if (tender.type === 'SQUARE_GIFT_CARD') gift_card_tender += amount;\n else other_tender += amount;\n \n if (tender.processing_fee_money) {\n fees -= tender.processing_fee_money.amount || 0;\n }\n }\n }\n \n}\n\n// Final computed values\nconst net_sales = total_money - total_tip - total_tax - cash_rounding;\nconst gross_sales = net_sales - total_discount - total_returns;\nconst net_total = cash_tender + card_tender + gift_card_tender + other_tender + fees;\n\nreturn {\n json: {\n date,\n location_id,\n location_name,\n gross_sales: gross_sales / 100.0,\n total_returns: total_returns / 100.0,\n total_discount: total_discount / 100.0,\n net_sales: net_sales / 100.0,\n total_tax: total_tax / 100.0,\n total_tip: total_tip / 100.0,\n cash_rounding: cash_rounding / 100.0,\n total_payments_collected: total_money / 100.0,\n cash: cash_tender / 100.0,\n card: card_tender / 100.0,\n gift_card: gift_card_tender / 100.0,\n other: other_tender / 100.0,\n fees: fees / 100.0,\n net_total: net_total / 100.0,\n }\n};"
},
"typeVersion": 2
},
{
"id": "7d44e945-bbce-4279-a82b-78641221108f",
"name": "付箋1",
"type": "n8n-nodes-base.stickyNote",
"position": [
704,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Trigger \n- This workflow runs every Monday at 8:00 AM. \n- Each week, it pulls the previous week's sales data from Square.\n"
},
"typeVersion": 1
},
{
"id": "d12b9656-cb3a-4cd5-824e-aa450747f351",
"name": "付箋2",
"type": "n8n-nodes-base.stickyNote",
"position": [
1232,
352
],
"parameters": {
"color": 5,
"width": 460,
"height": 420,
"content": "## Get Square Locations and Process Each One Separately \n- This HTTP node connects to the Square Locations API to fetch all your locations.\n"
},
"typeVersion": 1
},
{
"id": "6963de7f-dfdd-46cb-8c75-fd825f7af9c2",
"name": "付箋3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1712,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Get Sales from Square \n- This HTTP node retrieves all orders for the given location on the specified date."
},
"typeVersion": 1
},
{
"id": "b186ff01-ad7c-4b82-89d7-4c11a09e2062",
"name": "付箋4",
"type": "n8n-nodes-base.stickyNote",
"position": [
2256,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Compile a Report for Each Location \n- This code node calculates totals for each location. \n- Please ensure the numbers match EXACTLY with the Square Sales Summary Dashboard.\n"
},
"typeVersion": 1
},
{
"id": "4682170b-f683-49a4-b7b3-7c51e93479c5",
"name": "スケジュールトリガー",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
784,
544
],
"parameters": {
"rule": {
"interval": [
{
"field": "weeks",
"triggerAtDay": [
1
],
"triggerAtHour": 8
}
]
}
},
"typeVersion": 1.2
},
{
"id": "8155eed8-b45d-4bbe-9b00-222aa1fd58f0",
"name": "付箋5",
"type": "n8n-nodes-base.stickyNote",
"position": [
2512,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Convert the Square Sales Summary into a CSV File \n"
},
"typeVersion": 1
},
{
"id": "50b292ea-d238-4444-8cf1-a8ef7d54460c",
"name": "売上概要の CSV ファイル変換",
"type": "n8n-nodes-base.convertToFile",
"position": [
2576,
544
],
"parameters": {
"options": {
"fileName": "=sales_report_{{ $('Schedule Trigger').item.json.timestamp }}.csv"
},
"binaryPropertyName": "sales_report"
},
"typeVersion": 1.1
},
{
"id": "1e277f94-a5b6-4acd-b26c-f6122c21159d",
"name": "付箋6",
"type": "n8n-nodes-base.stickyNote",
"position": [
2784,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Send the Report to the Finance Team / Manager"
},
"typeVersion": 1
},
{
"id": "d30dfd0e-8546-485c-abb5-6a0f833442e5",
"name": "レポート送信",
"type": "n8n-nodes-base.gmail",
"position": [
2864,
544
],
"webhookId": "a1026d0b-b5a8-4657-955f-975f7c1f307d",
"parameters": {
"sendTo": "example@user.com",
"message": "=<p>Hello User,</p><p>Please see the attached report containing last week's sales!</p><p>Best,<br> An Efficient Person</p>",
"options": {
"attachmentsUi": {
"attachmentsBinary": [
{
"property": "sales_report"
}
]
}
},
"subject": "=Your Square Sales Report for {{ $('Schedule Trigger').item.json['Readable date'].split(',')[0] }}"
},
"credentials": {
"gmailOAuth2": {
"id": "x5LsvRUYpInxYmcG",
"name": "Rosh's Personal Email"
}
},
"typeVersion": 2.1
},
{
"id": "77b36188-bb4d-4c0c-9aba-a723287190c5",
"name": "前週の日付取得",
"type": "n8n-nodes-base.code",
"position": [
1040,
544
],
"parameters": {
"jsCode": "const inputDate = new Date($input.first().json.timestamp); // Input date\nconst daysBefore = 7;\nconst output = [];\n\nfor (let i = daysBefore; i > 0; i--) {\n const d = new Date(inputDate);\n d.setDate(inputDate.getDate() - i);\n\n const formatted = d.toISOString().split('T')[0]; // \"YYYY-MM-DD\"\n\n output.push({ json: { date: formatted } });\n}\n\nreturn output;\n"
},
"typeVersion": 2
},
{
"id": "18ef8f36-73aa-4ea8-a9a7-2875f35d0778",
"name": "付箋7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-64,
-32
],
"parameters": {
"width": 736,
"height": 1440,
"content": "## Automatically Send Weekly Sales Reports from Square via Gmail\n\n## What It Does \nThis workflow automatically connects to the Square API and generates a **weekly** sales summary report for all your Square locations. The report matches the figures displayed in **Square Dashboard > Reports > Sales Summary**.\n\nIt's designed to run weekly and pull the **previous week’s** sales into a CSV file, which is then sent to a manager/finance team for analysis.\n\nThis workflow builds on my previous template, which allows users to automatically pull data from the Square API into n8n for processing. (See here: https://n8n.io/workflows/6358)\n\n## Prerequisites \nTo use this workflow, you'll need:\n- A Square API credential (configured as a Header Auth credential)\n- A Microsoft Outlook credential\n\n## How to Set Up Square Credentials: \n- Go to **Credentials > Create New** \n- Choose **Header Auth** \n- Set the **Name** to `Authorization` \n- Set the **Value** to your Square Access Token (e.g., `Bearer <your-api-key>`)\n\n## How It Works \n1. **Trigger:** The workflow runs every **Monday at 8:00 AM** \n2. **Fetch Locations:** An HTTP request retrieves all Square locations linked to your account \n3. **Fetch Orders:** For each location, an HTTP request pulls completed orders for the **previous week (e.g., Monday to Sunday)** \n4. **Filter Empty Locations:** Locations with no sales are ignored \n5. **Aggregate Sales Data:** A Code node processes the order data and produces a summary identical to Square’s built-in Sales Summary report \n6. **Create CSV File:** A CSV file is created containing the relevant data \n7. **Send Email:** An email is sent to the chosen third party \n\n## Example Use Cases \n- Automatically send weekly Square sales data to management to improve the quality of planning and scheduling decisions \n- Automatically send data to an external third party, such as a landlord or agent, who is paid via commission \n- Automatically send data to a bookkeeper for entry into QuickBooks \n\n## How to Use \n- Configure both HTTP Request nodes to use your Square API credential \n- Set the workflow to **Active** so it runs automatically \n- Enter the email address of the person you want to send the report to and update the message body \n- If you want to remove the n8n attribution, you can do so in the last node \n\n## Customization Options \n- Add pagination to handle locations with more than 1,000 orders per week\n- Adjust the date filters in the HTTP node to cover a 7-day period (e.g., use Luxon or JavaScript to calculate `start_date` and `end_date`)\n\n## Why It's Useful \nThis workflow saves time, reduces manual report pulling from Square, and enables smarter automation around sales data — whether for operations, finance, or performance monitoring.\n"
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
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"main": [
[]
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"4682170b-f683-49a4-b7b3-7c51e93479c5": {
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"3b92fca3-0835-46e4-b642-61edb8788644": {
"main": [
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"node": "ab8b4b48-6723-439f-9800-17db32b701cd",
"type": "main",
"index": 0
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"06f70946-ac18-4e3c-8f19-8fba4b6065f0": {
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"fa6cf239-5408-400b-8eb4-ca803c9769be": {
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}よくある質問
このワークフローの使い方は？
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか？
上級 - 顧客管理
有料ですか？
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス（OpenAI APIなど）は別途料金が発生する場合があります。
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